This seminar took place in January 2016 and is therefore now closed.
WAY Investment Services, Stellar Asset Management and Pilling & Co Stockbrokers have joined forces for a comprehensive, CPD qualifying IHT and estate planning seminar for financial advisers in Warrington on 26 January 2016. Registration and coffee will be at 09.45 for a 10.00 start and the seminar will finish at 12.30.
Location:
Mike Gregory Lounge, The Halliwell Jones Stadium,
Mike Gregory Way, Warrington, Cheshire WA2 7NE.
BOOK YOUR PLACE
Seminar content:
The session from WAY will cover:
- Technical Update: Summer Budget 2015 and implications for IHT planning (including the new RNRB and what it means for advice).
- Practical examples of estate planning and family wealth preservation using FRTs.
- Ideas to ensure clients don’t delay IHT planning for fear of unknown future life events including later life care needs.
- Gifts from Normal Expenditure into Trust.
- Case studies.
The session from Stellar will cover:
- An introduction to and features of Business Property Relief.
- An introduction to asset-backed IHT services.
- Case studies for investors and business owners.
- Insurable AiM (ISA) portfolios.
The session from Pilling & Co will cover:
- Construction of a typical AiM portfolio.
- Using AiM shares as a flexible solution for IHT mitigation.
- Managing risk.
- Performance & volatility.
Open forum session including Q&As